Money Advice

3 rules to follow when hiring a financial advisor

Posted by The Simply Money Advisors Team on Sep 5, 2018 5:21:00 PM

If you’re working with a financial advisor, be sure to keep the following in mind. After all, you’re paying them with your hard-earned money.

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Topics: Financial Planning

There’s more value to working with a financial advisor than you think

Posted by The Simply Money Advisors Team on Jun 27, 2018 9:06:00 AM

What do you think a financial advisor does?

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Topics: Financial Planning

The financial questions you should be asking yourself this summer

Posted by The Simply Money Advisors Team on Jun 20, 2018 9:10:00 AM

Summertime is in full force here in the Tri-State: it’s hot and sticky, the kids or grandkids are already driving you nuts, and you have a thousand things to do before you head out on vacation.

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Topics: Financial Planning

Does your teen have a summer job? This is the best savings tool

Posted by The Simply Money Advisors Team on Jun 13, 2018 9:17:00 AM

Every summer, teenagers around the Tri-State experience the rite of passage known as ‘working a summer job.’ And while all that extra cash can come in handy for gas money or buying the latest and greatest smartphone, we hope they’re saving some as well – and saving it in the right place.

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Topics: Financial Planning, Taxes

Tricks for paying off your mortgage early

Posted by The Simply Money Advisors Team on May 30, 2018 9:58:00 AM

Wouldn’t it be nice to not have to worry about your mortgage payment? Wouldn’t it free up a lot of extra cash for other expenses?

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Topics: Financial Planning

Inflation and interest rates still low, economy and earnings still strong

Posted by The Simply Money Advisors Team on May 29, 2018 10:02:00 AM

Despite the holiday-shortened week, there is a deluge of economic data this week. Specifically, Wall Street will be paying very close attention to the May jobs report released on Friday, June 1.

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Topics: Financial Planning

Disclaimer

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Simply Money Advisors), or any non-investment related content, made reference to directly or indirectly will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, this content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained here serves as the receipt of, or as a substitute for, personalized investment advice from Simply Money Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Simply Money Advisors is neither a law firm, a certified public accounting firm, nor a tax advisory firm and no portion of the blog content should be construed as legal, accounting, or tax advice. Please consult your own attorney, accountant, and tax advisor for legal, accounting, and tax advice. A copy of the Simply Money Advisors’ current written disclosure statement discussing our advisory services and fees is available for review upon request. Advisory services offered through Simply Money Advisors, a SEC registered investment adviser. Insurance services are offered through Simply Money Insurance Agency, a separate entity from Simply Money Advisors. Simply Money™ and the spiral symbol are trademarks of Simply Money IP Holdings, LLC.

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